Senior Analyst, Public Finance – Local Governments
S&P Global
Customer Success Manager – Financial Services
Salesforce
full-time
Posted on:
Location Type: Hybrid
Location: New York City • Illinois, New York, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $145,200 - $199,700 per year
Job Level
SeniorLead
Tech Stack
Cloud
About the role
- Serve as the single point of customer accountability responsible for orchestration of all Signature deliverables, experience, and renewal, and expansion.
- Cultivate and maintain stakeholder relationships with the customer’s IT and business executive leadership, sponsors, and decision-makers within customer organizations that have purchased Signature.
- Help your customers achieve their business goals and outcomes on the Salesforce platform by:
- Coordinating the completion of the Signature Success catalog of services as required for your customer.
- Providing timely, proactive Salesforce feature guidance based on the areas of interest for your customer.
- Acting as an advisor to your customers for the adoption of new features of Salesforce’s annual release schedules and identifying potential challenges and risks to your customer's implementation.
- Communicate the value of Signature Success.
- Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success.
- Act as an advocate for customers during the triage and resolution of high severity cases to assist with the timely resolution of these issues.
- The CSM may be required for occasional travel to customer sites and may need to be available for some after-hour or weekend coverage depending on the customer’s need.
Requirements
- Minimum of 8 years work experience in one or more of the following: Technical Customer Success, Salesforce CRM, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture.
- Experience with Salesforce Sales Cloud and/or Service Cloud, and/or relevant competing platforms.
- 4+ years of experience in management consulting services.
- Experience within the Financial Services industry
- Experience working with Enterprise-level customers.
- Exceptional communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level.
- Skills for both analyzing technical concepts and translating them into business terms and for mapping business requirements into technical features.
- Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners.
- Knowledge of software development process and design methodologies.
- Experience leading efforts of cross-functional teams to facilitate resolution or disposition of customer needs or projects.
Benefits
- time off programs
- medical
- dental
- vision
- mental health support
- paid parental leave
- life and disability insurance
- 401(k)
- employee stock purchasing program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Salesforce CRMSalesforce Sales CloudSalesforce Service CloudSaaSTechnical Customer SuccessTechnology ConsultingSolutions ArchitectureProject LeadershipTechnical Solutions DevelopmentSoftware Development Process
Soft skills
Communication skillsPresentation skillsStakeholder relationship managementInfluencing skillsAnalytical skillsProblem-solving skillsCustomer advocacyCross-functional team leadershipBusiness analysisTechnical translation
